IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,286
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.65M
3
+$8.31M
4
HFRO
Highland Opportunities and Income Fund
HFRO
+$6.87M
5
MU icon
Micron Technology
MU
+$6.47M

Top Sells

1
+$11.2M
2
+$7.25M
3
+$6.62M
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$3.86M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.8M

Sector Composition

1 Technology 6.08%
2 Financials 5.11%
3 Healthcare 4.98%
4 Consumer Discretionary 4.29%
5 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$949K 0.04%
15,243
+4,666
427
$947K 0.04%
10,741
-510
428
$947K 0.04%
16,608
+11,120
429
$945K 0.04%
9,923
-19
430
$943K 0.04%
5,754
+125
431
$942K 0.04%
9,823
+4,247
432
$939K 0.04%
21,173
-8,310
433
$936K 0.04%
37,963
-1,319
434
$933K 0.04%
14,227
+157
435
$926K 0.04%
5,460
+1,187
436
$922K 0.04%
39,874
-1,029
437
$922K 0.04%
14,279
+13,027
438
$919K 0.04%
14,279
-5,467
439
$916K 0.04%
26,715
+9,451
440
$915K 0.04%
22,879
-398
441
$914K 0.04%
50,020
-1,770
442
$914K 0.04%
17,303
+223
443
$912K 0.04%
20,539
-15,950
444
$909K 0.04%
37,329
+2,184
445
$908K 0.04%
1,729
+187
446
$908K 0.04%
49,800
+38,055
447
$905K 0.04%
32,950
-74
448
$902K 0.04%
6,533
449
$901K 0.04%
+27,405
450
$897K 0.04%
6,677
+1,508
16 17
18
19 20